Wealth Manager for HNW Clients | Remote + Certifications

Placement Professionals, LLC; Singapore; Hybrid; SGD 40,000 - 67,000; Full time

Benefits offered by this job

Monthly allowance

Uncapped commission

Passive income

Sponsored certifications

Conventions and trips

Job summary

Placement Professionals, LLC is seeking ambitious wealth management professionals to provide comprehensive financial solutions to corporate and individual clients in Singapore. You will build relationships with Mass Affluent and HNW clients and support estate planning and wealth transfer strategies.

The programme includes a 3-month training, mentorship from seasoned leaders, and access to digital tools to grow your client base, with work-from-home options available.

Qualifications

• Full working rights in Singapore; no sponsorship required.
• A Level or Local Polytechnic Diploma or Degree in any field.
• No experience is required; full training and mentorship provided.
• Basic Mandarin is an advantage to liaise with Mandarin-speaking clients.

Responsibilities

• Provide comprehensive wealth management and financial solutions to corporate and individual clients.
• Build, expand, and manage relationships with Mass Affluent and High-Net-Worth clients.
• Support clients with business succession planning and valuation strategies.
• Assist clients with investment portfolio management, estate planning, and wealth transfer execution.
• Develop strong, trusted, long-term relationships through continuous engagement.
• Create tailored risk management and wealth accumulation strategies based on clients’ objectives.

Skills

Basic Mandarin

Education

A Level or Diploma or Degree in any field

Job description

Placement Professionals, LLC is seeking ambitious wealth management professionals to provide comprehensive financial solutions to corporate and individual clients in Singapore. You will build relationships with Mass Affluent and HNW clients and support estate planning and wealth transfer strategies.

The programme includes a 3-month training, mentorship from seasoned leaders, and access to digital tools to grow your client base, with work-from-home options available.